Tyler Crowe

On top of that, it acquired a 50% JV stake or bought back, would be a better way of saying it, a company called Prolec, which again is like Transformers and a lot of other electrification and grid equipment, really leaning into that, hey, AI, electrification of transportation, we need this stuff.

And it seemed like a very opportune time because it's pretty flush with cash right now.

And this was actually, there was two really surprising things for me in the conference call was from CEO Scott Strazic.

Basically, what he said was previous quarter, he said that basically they had about 10 gigawatts of available production in 2029.

That was last year or last quarter, excuse me.

So basically they're booked all the way out to 2029 minus like 10 gigawatts of power.

This quarter, what he said is, so what's changed is we still have about 10 gigawatts remaining, but that's cumulatively through 29 and 30.

So basically he's saying, you know, they booked all of 2029, 2030 is booking up really fast.

And so, yeah, this is all the way through the rest of the decade, like

If there's a company that has really strong revenue growth and a lot of visibility in what it's going to do, I think GE Vernova is really looking interesting.

John, what do you have?

Ah, the magic of synergies.

You can make anything look profitable.

All right.

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